SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,330 filers reported holding SPDR S&P 500 ETF TR in Q1 2014. The put-call ratio across all filers is 2.23 and the average weighting 4.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,228,000 | -11.6% | 6,655 | -18.6% | 2.48% | +68.8% |
| Q2 2020 | $2,521,000 | -37.2% | 8,177 | -47.5% | 1.47% | -45.3% |
| Q1 2020 | $4,014,000 | +171.0% | 15,573 | +238.4% | 2.69% | +276.8% |
| Q4 2019 | $1,481,000 | +2.0% | 4,602 | -5.9% | 0.71% | -3.0% |
| Q3 2019 | $1,452,000 | -17.9% | 4,893 | -18.9% | 0.74% | -24.0% |
| Q2 2019 | $1,768,000 | -10.4% | 6,035 | -13.6% | 0.97% | -8.9% |
| Q1 2019 | $1,973,000 | -21.0% | 6,986 | -30.0% | 1.06% | -26.6% |
| Q4 2018 | $2,496,000 | +15.2% | 9,987 | +34.0% | 1.45% | +86.6% |
| Q3 2018 | $2,167,000 | -3.1% | 7,455 | -9.6% | 0.78% | -9.6% |
| Q2 2018 | $2,237,000 | -9.0% | 8,247 | -11.7% | 0.86% | +45.2% |
| Q1 2018 | $2,457,000 | -57.4% | 9,337 | -56.8% | 0.59% | -57.2% |
| Q4 2017 | $5,772,000 | +178.8% | 21,631 | +162.5% | 1.38% | +182.4% |
| Q3 2017 | $2,070,000 | -24.8% | 8,240 | -91.9% | 0.49% | -28.0% |
| Q2 2017 | $2,754,000 | -6.5% | 101,787 | -2.6% | 0.68% | -7.4% |
| Q1 2017 | $2,946,000 | -22.8% | 104,470 | -1.8% | 0.73% | -28.7% |
| Q4 2016 | $3,817,000 | +19.8% | 106,390 | -5.7% | 1.03% | +15.6% |
| Q3 2016 | $3,185,000 | -4.7% | 112,837 | +698.4% | 0.89% | +88.3% |
| Q2 2016 | $3,343,000 | -13.6% | 14,133 | -89.0% | 0.47% | -9.9% |
| Q1 2016 | $3,867,000 | -14.0% | 129,062 | -8.1% | 0.52% | -10.6% |
| Q4 2015 | $4,495,000 | -19.8% | 140,504 | -10.1% | 0.59% | -34.7% |
| Q3 2015 | $5,607,000 | +18.4% | 156,308 | +2.4% | 0.90% | +32.3% |
| Q2 2015 | $4,734,000 | -20.8% | 152,645 | -2.2% | 0.68% | -48.2% |
| Q1 2015 | $5,975,000 | -7.9% | 156,033 | +394.6% | 1.31% | -11.4% |
| Q4 2014 | $6,484,000 | +61.7% | 31,547 | -64.7% | 1.48% | +87.0% |
| Q3 2014 | $4,011,000 | -16.0% | 89,375 | +266.5% | 0.79% | -3.2% |
| Q2 2014 | $4,773,000 | -75.1% | 24,386 | -76.2% | 0.82% | -73.8% |
| Q1 2014 | $19,195,000 | +15.6% | 102,641 | +14.2% | 3.12% | +10.7% |
| Q4 2013 | $16,600,000 | +49.2% | 89,880 | +35.8% | 2.82% | +28.4% |
| Q3 2013 | $11,123,000 | +12.6% | 66,206 | -81.4% | 2.19% | +9.0% |
| Q2 2013 | $9,878,000 | – | 356,659 | – | 2.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 136,670 | $64,960,509 | 32.14% |
| Bromfield Sneider Wealth Advisors | 56,062 | $26,646,739 | 18.04% |
| Pure Financial Advisors, LLC | 628,139 | $298,560,552 | 10.30% |
| Stairway Partners, LLC | 180,349 | $85,721,683 | 8.64% |
| Hoese & Co LLP | 17,008 | $7,762,245 | 7.60% |
| OPTIMUM INVESTMENT ADVISORS | 21,972 | $10,443,729 | 5.25% |
| McAlister, Sweet & Associates, Inc. | 10,567 | $5,022,601 | 4.67% |
| Fifth Third Wealth Advisors LLC | 29,560 | $14,050,164 | 4.56% |
| First National Bank of Mount Dora, Trust Investment Services | 34,338 | $16,321,193 | 4.35% |
| McLean Asset Management Corp | 19,937 | $9,329,097 | 3.50% |